Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$407K Hold
2025
Q1
$402K Hold
2024
Q4
$400K Sell
2024
Q3
$750K Buy
2024
Q2
$659K Buy
2024
Q1
$720K Sell
2023
Q4
$659K Sell
2023
Q3
$572K Buy
2023
Q2
$448K Sell
2023
Q1
$574K Buy
2022
Q4
$631K Sell
2022
Q3
$567K Sell
2022
Q2
$609K Buy
2021
Q1
Sell
2020
Q4
$267K Buy